File name duplicate detection for Invoice capture
For invoice capture it would be helpful to prevent duplicate files from coming through based on the name of the file. There are many times when a vendor will export out the same invoice to be paid and the duplicate detection filter will not see this as the same file. This could be a parameter ...
Approver of the finance journal workflows to show in the journal header
When a payment workflow is approved, the workflow approver name should be populated on the journal header in the Approved by field.
Add A Feature to Drag to Reorder The Menu Item in the Menu Folder
The feature should be created in Visual Studio 2019 on the D365 FO DEV virtual machine.
I would like to suggest having a feature to drag the menu item under the menu folder to change its order. It is quite inconvenient to right-click and select "Move Up" or "Move Down" many ti...
Ability to setup post purchase order invoice in batch without workflow functionality
We would like to being able to post several purchase order invoices in one go, and even being able to set it up in batch based on normal criteria such as Quantity (All, registered etc), late selection and normal "select".
The functionality in workflow is not helpful for us and is more o...
When re-submitting a rejected PO with changes to the financial dimension, the system again assigns it to the same approver instead of assigning it to the approver of the updated financial dimension.
Business Scenario:
The PO workflow is designed such that when a PO is submitted to the workflow, based on the financial dimensions of each line, the PO goes to different approvers for approval.
Issue:
A PO with 3 lines each with d...
System should not throw stopped error when a PO in a "Rejected" state is again Rejected.
Business Scenario:
A PO with different lines is created and submitted to Workflow. According to the workflow design, the lines go for approval to different approvers based on their financial dimension.
Say a PO with 5 lines is created and submitted to wo...
One voucher line per pending invoice line
When a pending invoice is posted, it will create one summarized line in the voucher per main account and dimension. Often the customers use the procurment categories to split a pending invoice into multiple lines even though it is posted on the same ledger account.
It should be possible ...
Prepayment and Vendor Balance
At present- the Prepayment invoice generation in the Purchase order hits the vendor ledger and gets settled against actual advance payment bank transaction. This leads to incorrect vendor balance as the advance payment should stay as advance payment on the vendor ledger. Prepayment invoice is...
Expense Management - Email to Expense or Expense report
Expense Management - Email to Expense or Expense report
From mail application, email receipts as an attachment or in the body of an email to Expense management to create an Expense for the Employee.
Have OCR functionality then create an Expense for the Employee to add to an Expense...
Saved view should work in the VendInvoiceJournal menu item for filtered view of any column
Saved view should work in the VendInvoiceJournal menu item for filtered view of any column. Like in other form list view of purchase order or sales order form , User can filter any column and can save the view so that user can see the saved view later when come back to that form. But in Invoic...
Administrator
Moving this to the appropriate team.